🔥 consumer_cyclical 핫 테마 분석

S-Class [CMG] Chipotle Mexican jumps on report Starbucks has explored takeover

[LEVI] Levi Strauss outlines $1.54-$1.56 FY2026 EPS as it expects 4% organic Q4 revenue growth while redeploying $60M of tariff refunds

[MAT] Barbie maker Mattel faces investor pressure to consider a sale amid stagnating growth

Mattel is facing pressure from a major investor to consider a sale amid struggling sales and profitability, according to various reports on Monday.

S-Class [HOG] Harley-Davidson riding into a brighter future -- Citi Research

S-Class [DKNG] DraftKings rallies after BofA turns bullish on the 2027 setup

[NIU] NIU Q3 sales volume rises 15% to 537,457 units as international demand triples

[ULTA] Ulta Beauty tops consumer discretionary gainers in Q3; MGM Resorts declines